More productive workforce
You're losing thousands of productive hours to double-entry in CRMs and other tools. Contactually does the contact management for your team automatically.
Data driven
Automatically capture and display all external relationships for your team. See who's talking to who, who your strongest connections are, and who you can tap on to help close.
Build real relationships
Put the Relationship back into CRM. Contactually helps users and managers build stronger relationships with customers, partners, vendors, and any other key contact.
How it works
Valuable insights and analytics from the Team Dashboard
Monitor your individual and team’s progress when it comes to contact management. See how many contacts each colleague is sharing and how many of them they’ve contacted this week. We make it easy for you to monitor your team performance and see which relationships in each bucket need immediate attention.
Summary of your team’s activity
See how many contacts your colleagues communicate with each day and how many action items they’ve completed.
Share contacts with your team
With just the click of a button, you can share any of your contacts with all of your team members.
Everything about a contact from one place
From a shared contact’s individual profile, you can see who on your team last spoke with that contact. Glimpse into any team member’s recent conversation history with the shared contact by clicking on the subject line of the message, and share action items and recurring events.
Assign contacts to team members
When you assign a contact to a colleague, only he or she will receive follow-up notifications for that contact, creating true contact ownership.
Create shared team buckets and link your personal ones
Share buckets across your team. Seamlessly connect your personal buckets to your team buckets so that your most relevant contact records are always up-to-date.
I can say without question that we are more engaged with our clients and they have taken notice.
Contactually is CRM, simplified. It’s plug and play; it just works. Salesforce is like Microsoft, and Contactually is like Apple. I can’t imagine using anything else.
Using Contactually helps guide the ProcessGo! team, as it lets us see who to contact first and how much activity has been generated. This plays into our overall outreach objectives.
Try Contactually For Your Team
It's free for 30 days, and takes just a few minutes to set up.